Microsoft Corporation $MSFT Stock Position Lifted by American Trust Investment Advisors LLC

American Trust Investment Advisors LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT) by 1.5% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 18,097 shares of the software giant’s stock after buying an additional 260 shares during the period. Microsoft makes up about 2.8% of American Trust Investment Advisors LLC’s portfolio, making the stock its 8th largest position. American Trust Investment Advisors LLC’s holdings in Microsoft were worth $6,793,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Newton One Investments LLC grew its position in Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after purchasing an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. purchased a new stake in Microsoft during the 4th quarter worth approximately $31,000. LSV Asset Management purchased a new stake in Microsoft during the 4th quarter worth approximately $44,000. IFS Advisors LLC grew its position in Microsoft by 50.0% during the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock worth $57,000 after purchasing an additional 50 shares during the last quarter. Finally, Fairway Wealth LLC purchased a new stake in Microsoft during the 4th quarter worth approximately $62,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

MSFT opened at $509.90 on Friday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The firm has a fifty day moving average price of $510.55 and a 200 day moving average price of $453.82. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The stock has a market cap of $3.79 trillion, a P/E ratio of 37.38, a P/E/G ratio of 2.19 and a beta of 1.04.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. During the same period in the previous year, the business posted $2.95 EPS. The business’s revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Insider Buying and Selling at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the transaction, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the transaction, the executive vice president owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have weighed in on MSFT shares. Morgan Stanley boosted their target price on shares of Microsoft from $530.00 to $582.00 and gave the stock an “overweight” rating in a research report on Thursday, July 31st. Stifel Nicolaus boosted their target price on shares of Microsoft from $500.00 to $550.00 and gave the stock a “buy” rating in a research report on Monday, July 28th. Royal Bank Of Canada boosted their target price on shares of Microsoft from $525.00 to $640.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. TD Cowen boosted their target price on shares of Microsoft from $580.00 to $640.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. Finally, BMO Capital Markets boosted their target price on shares of Microsoft from $550.00 to $650.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and an average target price of $612.54.

Microsoft Profile

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.